|
1
|
|
$371M
|
-$14.5M
|
-157,282
|
-4%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$345M
|
+$12.7M
|
+138,036
|
+4%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$184M
|
+$9.76M
|
+106,020
|
+6%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$136M
|
-$4.78M
|
-51,863
|
-3%
|
|
|
5
|
Regions Financial Corp
Birmingham,
Alabama
|
$127M
|
+$13.1M
|
+142,142
|
+11%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$119M
|
+$5.25M
|
+57,019
|
+5%
|
|
|
7
|
M&T Bank
Buffalo,
New York
|
$119M
|
-$3.29M
|
-35,684
|
-3%
|
|
|
8
|
Ameriprise
Minneapolis,
Minnesota
|
$101M
|
+$14.6M
|
+158,329
|
+17%
|
|
|
9
|
Corient Private Wealth
Miami,
Florida
|
$99.5M
|
+$100M
|
+1,089,162
|
New
|
|
|
10
|
LPL Financial
San Diego,
California
|
$96.4M
|
+$8.84M
|
+96,036
|
+10%
|
|
|
11
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$92.5M
|
-$3.57M
|
-38,809
|
-4%
|
|
|
12
|
Fidelity Investments
Boston,
Massachusetts
|
$86.5M
|
-$2.25M
|
-24,464
|
-3%
|
|
|
13
|
Truist Financial
Charlotte,
North Carolina
|
$78.2M
|
+$781K
|
+8,482
|
+1%
|
|
|
14
|
United Capital Financial Advisors
Irving,
Texas
|
$68M
|
-$3.61M
|
-39,155
|
-5%
|
|
|
15
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$60.7M
|
+$3.51M
|
+38,092
|
+6%
|
|
|
16
|
Parsec Financial Management
Asheville,
North Carolina
|
$55.2M
|
+$3.66M
|
+39,719
|
+7%
|
|
|
17
|
Bessemer Group
Woodbridge,
New Jersey
|
$47.3M
|
–
|
–
|
–
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$45.2M
|
-$2.71M
|
-29,420
|
-6%
|
|
|
19
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$39.5M
|
+$13.6M
|
+148,148
|
+52%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$38.9M
|
-$3.62M
|
-39,348
|
-8%
|
|
|
21
|
Mariner
Overland Park,
Kansas
|
$33.5M
|
+$4.13M
|
+44,853
|
+14%
|
|
|
22
|
Raymond James & Associates
St Petersburg,
Florida
|
$32.8M
|
-$5.26M
|
-57,111
|
-14%
|
|
|
23
|
HighTower Advisors
Chicago,
Illinois
|
$32.2M
|
+$1.07M
|
+11,599
|
+3%
|
|
|
24
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$32M
|
-$23.9K
|
-260
|
-0.1%
|
|
|
25
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$29.5M
|
-$1.08M
|
-11,756
|
-4%
|
|
